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Hawaiian Electric Industries

332 hedge funds and large institutions have $2.34B invested in Hawaiian Electric Industries in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

148% more call options, than puts

Call options by funds: $298K | Put options by funds: $120K

11% more funds holding

Funds holding: 300332 (+32)

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

1% less capital invested

Capital invested by funds: $2.38B → $2.34B (-$32.4M)

1.43% less ownership

Funds ownership: 53.17%51.75% (-1.4%)

Holders
332
Holders Change
+32
Holders Change %
+10.67%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
58
Increased
103
Reduced
97
Closed
22
Calls
$298K
Puts
$120K
Net Calls
+$178K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$475M +$5.53M +136,157 +1%
BlackRock
2
BlackRock
New York
$400M -$51.9M -1,277,744 -12%
Nordea Investment Management
3
Nordea Investment Management
Sweden
$156M +$46.5K +1,147 +0%
State Street
4
State Street
Massachusetts
$131M +$4.27M +105,153 +3%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$98.6M +$96.4M +2,375,189 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$75.8M -$510K -12,558 -0.7%
First Trust Advisors
7
First Trust Advisors
Illinois
$75.2M +$3.27M +80,589 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$61M +$154K +3,806 +0.3%
Charles Schwab
9
Charles Schwab
California
$48.7M +$1.58M +38,994 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$44.2M -$50.8K -1,252 -0.1%
GF
11
Gabelli Funds
New York
$43.5M
Northern Trust
12
Northern Trust
Illinois
$33.7M -$1.34M -33,051 -4%
Invesco
13
Invesco
Georgia
$27.8M -$266K -6,563 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$27.2M -$5.73M -141,103 -18%
Norges Bank
15
Norges Bank
Norway
$24.9M -$108K -2,662 -0.4%
MAM
16
Martingale Asset Management
Massachusetts
$24.1M -$534K -13,148 -2%
Legal & General Group
17
Legal & General Group
United Kingdom
$22.5M -$250K -6,171 -1%
PPA
18
Parametric Portfolio Associates
Washington
$22.4M -$726K -17,885 -3%
DZ Bank
19
DZ Bank
Germany
$18.7M
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$18.5M -$5.43M -133,799 -23%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$15.8M +$1.21M +29,765 +8%
Principal Financial Group
22
Principal Financial Group
Iowa
$15.4M -$6.28M -154,678 -29%
AQR Capital Management
23
AQR Capital Management
Connecticut
$15.2M +$5.88M +144,809 +65%
Prudential Financial
24
Prudential Financial
New Jersey
$15.2M +$4.95M +122,040 +50%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$15M -$6.72M -165,590 -31%

HE Hedge Fund Activity: Q4 2021 in Review

332 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2021, worth a combined $2.34B — down 1.4% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HE positions and 22 closed out — a net gain of 36 holders — while 103 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.65M. The largest seller was Wells Fargo, cutting an estimated $109M.

  • 332 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2021, up from 300 in Q3 2021.
  • Funds reported $2.34B of Hawaiian Electric Industries stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 58 funds opened new Hawaiian Electric Industries positions in Q4 2021 and 22 closed out, a net change of +36 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2021 was Millennium Management, an estimated $7.65M added.
  • The largest Hawaiian Electric Industries seller in Q4 2021 was Wells Fargo, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2021.